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Mickey082024
·
2025-07-14

CPI Hits Record Lows, Tariffs Hit Reality: Which Will Markets Wake Up To?

$S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ The latest U.S. inflation data delivered a headline that, at least on the surface, seemed tailor-made to soothe market jitters: the Consumer Price Index (CPI) for June came in at its lowest year-over-year rate in over three years, marking a milestone in the Federal Reserve’s long battle against inflation. And yet — just as the market exhaled — the geopolitical specter of tariffs returned to the forefront. The administration’s much-debated trade policy is no longer just a political talking point: new tariffs on European and Chinese imports officially take effect this summer, with more sectors expected to feel the pinch before year-end. So which signal should investors
CPI Hits Record Lows, Tariffs Hit Reality: Which Will Markets Wake Up To?
TOPJimmyHua: Inflation cooling feels like a win, but the new tariffs throw a wrench in the works. Markets are caught between hope and risk right now—stay sharp.
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1.33K
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Barcode
·
2025-07-14
$BIT Mining(BTCM)$ $SharpLink Gaming(SBET)$ $Canaan Inc.(CAN)$ 🟠🚀🌕BITCOIN $123K BREAKOUT: FROM GRAVEYARD WHISPERS TO GLOBAL DOMINANCE🌕🚀🟠 They said it was dead at $30K 💀🪦 They mocked it at $17K 🤡 But Bitcoin doesn’t ask for permission. It rewrites the rules! 📈 BTC just exploded through $123,000 for the first time in history, tagging a new high at $123,218 with a 24h gain of +4.34%. The 15m chart shows textbook strength, with clean trend structure, tight higher lows, and active support at the 7MA. Volumes are building steadily, with no signs of parabolic exhaustion! 🔭 The weekly view makes it clear this isn’t a local spike. BTC has broken above a 3-year harmonic arc
$BIT Mining(BTCM)$ $SharpLink Gaming(SBET)$ $Canaan Inc.(CAN)$ 🟠🚀🌕BITCOIN $123K BREAKOUT: FROM GRAVEYARD WHISPERS TO GLOBAL DOMINANCE🌕🚀🟠 They said ...
TOPMortimer Arthur: Do not sell your shares!!!!! It would go over $10 soon
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650
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Barcode
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2025-07-14
$Strategy(MSTR)$ $CME Bitcoin - main 2507(BTCmain)$ $Amazon.com(AMZN)$ 🚀🔥💰 BITCOIN BLITZ: POLICY SHOCKS, PRICE SURGES & $30B PROFITS 💰🔥🚀 Washington’s calling it “Crypto Week,” but from where I’m sitting, it’s Bitcoin’s coronation. While US lawmakers scramble to define digital asset policy, Bitcoin is writing its own legislation, on the chart. This week, three heavyweight crypto bills hit the Hill: • Genius Act ~ targeted stablecoin regulation • Digital Asset Market Structure Bill ~ long-awaited clarity • Anti-CBDC Surveillance State Act ~ political firestarter Each one could reshape the rules of decentralised value transfer. But here’s the
$Strategy(MSTR)$ $CME Bitcoin - main 2507(BTCmain)$ $Amazon.com(AMZN)$ 🚀🔥💰 BITCOIN BLITZ: POLICY SHOCKS, PRICE SURGES & $30B PROFITS 💰🔥🚀 Washington...
TOPEnid Bertha: This week is crucial for BTC as pending new legislation is on the table to take out all hurdles for further BTC adoption.
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Xaddy_Analyst
·
2025-07-14

NTT DC REIT’s Shaky Start: Should You Bet on Data Centers?

$NTT DC REIT USD(NTDU.SI)$ Singapore’s NTT DC REIT USD stumbled out of the gate, raising $773 million in the city-state’s largest IPO in four years, only to disappoint with a lackluster debut. Backed by Japanese telecom titan NTT Ltd, this data center real estate investment trust (REIT) boasts six properties across Austria, Singapore, and the United States, valued at $1.6 billion. But with investor enthusiasm lukewarm, the question looms: Are data center REITs still a hot ticket? How does NTT DC stack up against Keppel Data Center, and which REIT type deserves your money? Let’s break it down. Why Data Center REITs Are Worth Watching Data center REITs are riding a wave of explosive demand for digital infrastructure. Cloud computing, artificial i
NTT DC REIT’s Shaky Start: Should You Bet on Data Centers?
TOPJimmyHua: Tough crowd for $NTDU.SI — solid assets, but in this rate environment, even data centers gotta earn their premium.
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1.03K
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Barcode
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2025-07-14
$Caterpillar(CAT)$ $United Rentals(URI)$ $Meta Platforms, Inc.(META)$ 🚜🔥💰 CATalyst for Outperformance: Why I’m Tracking Caterpillar Into Q3 With Precision 🚜 🛠️ While Wall Street worships silicon, I’m betting on steel. Over the past 5 years, Caterpillar ($CAT) has quietly outperformed 5 of the Magnificent 7, surging +259.7% with a 29.1% CAGR. This isn’t a legacy machinery play anymore. It’s the hidden backbone of the AI revolution, and the market’s only just catching on. 🔧 Fundamentals Rewired: Power, AI, and Strategic Demand Shifts Caterpillar’s repositioning into energy and power resilience is no coincidence. As global grids creak under AI-driven compute demand, C
$Caterpillar(CAT)$ $United Rentals(URI)$ $Meta Platforms, Inc.(META)$ 🚜🔥💰 CATalyst for Outperformance: Why I’m Tracking Caterpillar Into Q3 With Pr...
TOPJimmyHua: Everyone’s chasing chips, but CAT’s quietly building the rails for the AI economy. This isn’t just industrial rotation — it’s a re-rate in disguise. Big money knows it.
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1.13K
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Xaddy_Analyst
·
2025-07-14

June CPI Plunge: Markets Brace for Fed Moves and Tariff Twists

The Consumer Price Index (CPI) is stealing the spotlight with a projected drop to 2.33% for June, according to a median forecast from economists polled by Bloomberg. If this holds, it’ll be the lowest inflation print since January 2019’s 1.97%. A cooling inflation rate this dramatic could shake up the Federal Reserve’s playbook and send ripples through the markets—especially with tariffs lurking in the background. So, will this CPI mark a historic low, and what’s it mean for Fed rate cuts and investor moves? Let’s break it down. CPI Dips Below the Radar: A New Low? At 2.33%, June’s CPI projection signals a sharp retreat from May’s 2.4% and April’s 2.3%. This isn’t just a blip—it’s a potential game-changer. Falling energy prices and softer consumer spending are driving this slowdown, painti
June CPI Plunge: Markets Brace for Fed Moves and Tariff Twists
TOPJimmyHua: Fed might cut soon if CPI stays low — but tariffs could kill the vibe.
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3.14K
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Barcode
·
2025-07-14
$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🚨🎙️🧠 META BUILDS THE AI VOICEBOX: The Loudest Bet Yet on Talking Machines 🧠🎙️🚨 Meta just acquired Play AI, the voice startup building hyper-realistic, AI-generated speech. No price was disclosed, but the deal was fast-tracked; the entire team joins Meta next week. I see it as a mission-critical move: Zuck’s building AI agents that speak, interact, and monetise, not just predict words. This isn’t about flashy avatars. It’s about owning the input and the output of intelligence. First they trained the brain (LLaMA). Now they’re giving it a mouth. 🧠 Why this matters Voice is the final unlo
$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🚨🎙️🧠 META BUILDS THE AI VOICEBOX: The Loudest Bet Yet on Talking Mach...
TOPJimmyHua: thanks for sharing
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3.80K
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Tiger_Earnings
·
2025-07-14

🎁Capturing Top 10 Ex_dividend: WSO, BRSL, GHC, PNC, ABBV...

1. Which High Ex-dividend Stock (on 14 July ~ 18 July) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Watsco(WSO)$ and $Brightstar Lottery PLC(BRSL)$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks
🎁Capturing Top 10 Ex_dividend: WSO, BRSL, GHC, PNC, ABBV...
TOPBarcode: $BrightSpire Capital, Inc.(BRSP)$$Realty Income(O)$ My top pick is BRSP. High yield often reflects inherent risk. BrightSpire’s negative EPS and high payout ratio mean its dividend rests on capital distribution not earnings. Realty Income’s payout ratio is extremely high (over 280%) but its diversified NNN lease model and track record of consistent raises gives me more strategic conviction than BRSP’s punter-style yield. And the market typically adjusts forcibly on ex-dates; I’ll monitor expected drop vs yield to assess if capital loss offsets dividend. 𝒽𝒶𝓅𝓅𝓎 𝓉𝓇𝒶𝒹𝒾𝓃𝑔 𝒶𝒽𝑒𝒶𝒹! 𝒸𝒽𝑒𝑒𝓇𝓈, 𝒷𝒸 🍀🍀🍀
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1.47K
Selection
Barcode
·
2025-07-14
$First Majestic Silver(AG)$ $Pan American Silver(PAAS)$ $MAG Silver(MAG)$ 🚨💥⚒️ Silver’s Squeeze Play: Momentum, Macro, and Metal Magic ⚒️💥🚨 Silver has officially reclaimed the $39 handle, its highest level since the first US credit rating downgrade in August 2011. That breakout isn’t just historical; it’s technically explosive. A move through this resistance opens the pathway back toward the 2011 high near $50, yes, the Hunt Brothers ghost is rattling its chains again. The backdrop? Quant CTAs have been steadily adding to long positions. The latest positioning data shows Q-CTA exposure rising in tandem with price action, helping fuel a steady staircase higher rather
$First Majestic Silver(AG)$ $Pan American Silver(PAAS)$ $MAG Silver(MAG)$ 🚨💥⚒️ Silver’s Squeeze Play: Momentum, Macro, and Metal Magic ⚒️💥🚨 Silver ha...
TOPQueengirlypops: That $39 level’s been haunting charts since forever and now it’s gone. Wild seeing seasonals and CTAs actually line up like that. Highkey watching for $MAG to go feral.
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8.03K
Selection
JC888
·
2025-07-14

TSLA is Magnificent 7 weakest link ! Sell ?

It is a strange behaviour that global markets had largely shrugged off Trump’s tariff threats on the week of July 7 - 11. For instance, on Thu, 10 Jul 2025, the S&P 500 & Nasdaq closed at record highs - despite Trump announcing a +50% tariff on Brazil the day before. Similarly, on Fri, 11 Jul 2025, the 35% tariff announced on Canada sent US stocks lower although losses were relatively contained compared to the tariff turmoil of March & April. Investors seemed to interpret the developments more as political posturing than immediate economic threats. With (a) stocks at record highs and (b) trade uncertainty lingering, investors are divided, on whether markets are complacent or there is room to push higher. By the time market closed for the week: DJIA: -0.63% (-279.13 to 44,371.51
TSLA is Magnificent 7 weakest link ! Sell ?
TOPPorter Harry: Insightful sharing! I can’t stand the high volatility of Tesla, so I’ll focus on the companies with high potential for profit growth in this earnings season.[Miser]
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2.86K
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Optionspuppy
·
2025-07-07
$SPDR Portfolio S&P 500 Growth ETF(SPYG)$ I opened $SPDR Portfolio S&P 500 Growth ETF(SPYG)$ ,🇺🇸 Why I’m Buying More SPYG to Dollar Average — Especially After Trump’s “BBB” Push ⸻ 📢 What’s “BBB” by Trump? Trump’s latest rhetoric around “Bring Back Business” (BBB)—his push to cut corporate taxes, ease regulations, and promote American manufacturing—has reignited optimism around pro-growth policies. While it’s political posturing for now, markets are forward-looking. If Trump wins or gains traction, it could lead to lower taxes and higher earnings for big U.S. growth companies, especially those in tech, healthcare, and consumer discretionary—the very sectors SPYG is built on. ⸻ 📈 SPYG = Direct Exposure to Growth in a Business-First Agen
SPYG
07-07 22:00
USSPDR Portfolio S&P 500 Growth ETF
SidePrice | FilledRealized P&L
Buy
Open
95.65
0
--
Closed
SPDR Portfolio S&P 500 Growth ETF
$SPDR Portfolio S&P 500 Growth ETF(SPYG)$ I opened $SPDR Portfolio S&P 500 Growth ETF(SPYG)$ ,🇺🇸 Why I’m Buying More SPYG to Dollar Average — Especi...
TOPDeltaDrift: Amazing analysis. Accumulating SPYG surely a good choice
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5.37K
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koolgal
·
2025-07-12

Investing Like A Sovereign Force - The Temasek Trinity Unlocked

🌟🌟🌟Most portfolios whisper.  My portfolio has done well because tucked inside it lies DBS, SGX and ST Engineering, 3 Singapore Giants lifted straight from Temasek's treasure chest. A Glimpse into Temasek's Origins Temasek was established in 1974 as Singapore's sovereign wealth fund which emerged from a bold idea - To separate state from business and let a commercially minded entity steer the nation's corporate crown jewels.  Temasek took over 35 government linked companies, from airlines to shipyards and started building an empire of strategic conviction.   Temasek wasn't just a holding company.  It has become a generational investor, focusing on long term value creation, global expansion and strategic influence.  Today with a portfolio of SGD 434 billion
Investing Like A Sovereign Force - The Temasek Trinity Unlocked
TOP1PC: Congratulations 🎉👏 @Jes86188 @JC888 @Barcode @Shyon @yourcelesttyy @Shernice軒嬣 2000
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6.05K
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CutieYolkYolk
·
2025-07-09
$ACHR 20250801 9.0 PUT$ Sold a new put on ACHR as it consolidated with the 20 days, and 50 days MA are closing up with no specic directions.  Strike selected is $9 and expire in 1st Aug.  ACHR seems to be ranging and on the low end of the range. Think the risk to reward is worth the trade for now. Margins remaining are tight so keep trade positions small.  Have few other open trades on ACHR staggered on different weeks to spread the risk. 
ACHR PUT
07-09 02:19
US20250801 9.0
SidePrice | FilledRealized P&L
Sell
Open
0.21
1Lot(s)
--
Closed
Archer Aviation Inc.
$ACHR 20250801 9.0 PUT$ Sold a new put on ACHR as it consolidated with the 20 days, and 50 days MA are closing up with no specic directions. Strike...
TOPDeltaDrift: Just mind your risk, and manage capital properly
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962
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CutieYolkYolk
·
2025-07-09
$WeRide Inc.(WRD)$ Starter position on WRD. Seems to be forming a higher high and higher low on daily chart but still significant resistance levels above as the stock had dropped 80% since Feb 2025 highs.  Risky trade but follow my own trading psychology and trust my own ideas.
WRD
07-09 22:07
USWeRide Inc.
SidePrice | FilledRealized P&L
Buy
Open
8.62
58
--
Closed
WeRide Inc.
$WeRide Inc.(WRD)$ Starter position on WRD. Seems to be forming a higher high and higher low on daily chart but still significant resistance levels...
2
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783
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Terra_Incognita
·
2025-07-09
$CVNA 20250718 370.0 CALL$ CVNA: collect 0.65% premium on this short call with strike at $370.  Contract expires next Fri on 18th July.  CVNA made all time high on 8th July at $364 and be rejected with a bearish engulfing candle the same day. Potentially forming a pull back for profit taking.  Set up sold call strike at $370 slightly above the all time high and also short term trade to test out this bearish trade idea. 
CVNA CALL
07-09 22:25
US20250718 370.0
SidePrice | FilledRealized P&L
Sell
Open
2.45
1Lot(s)
--
Closed
Carvana Co.
$CVNA 20250718 370.0 CALL$ CVNA: collect 0.65% premium on this short call with strike at $370. Contract expires next Fri on 18th July. CVNA made al...
2
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1.33K
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Aaronykc
·
2025-07-10
$Pepsi(PEP)$ Bought some Pepsi stock as it broke out of a 2 month long consolidation range with $132.50 as resistance and is currently forming a bull flag. It may continue to consolidate until earnings before breaking up or down
PEP
07-10 03:05
USPepsi
SidePrice | FilledRealized P&L
Buy
Open
134.19
9
--
Closed
Pepsi
$Pepsi(PEP)$ Bought some Pepsi stock as it broke out of a 2 month long consolidation range with $132.50 as resistance and is currently forming a bu...
TOPJuliaaa11: Nice move! Watching for earnings is smart; can be a game changer for your position.
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Tiger V
·
2025-07-10
$Advanced Micro Devices(AMD)$ I added to my AMD position, driven by its growing momentum in AI inference—a segment poised to outgrow training over time. AMD’s GPUs are gaining adoption from leading AI-model firms and major cloud providers for tasks like search and recommendation engines. Its 57% surge in data center revenue last quarter underscores its traction. While Nvidia leads, AMD only needs modest market share gains to unlock significant upside. With the recent pullback, I see an attractive entry point for long-term growth potential.
AMD
07-10 21:37
USAdvanced Micro Devices
SidePrice | FilledRealized P&L
Buy
Open
143.18
0
--
Closed
Advanced Micro Devices
$Advanced Micro Devices(AMD)$ I added to my AMD position, driven by its growing momentum in AI inference—a segment poised to outgrow training over ...
TOPDeltaDrift: I will be strong bullish if they can upgrade their gpu… cpu is decent of course
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2.60K
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Tiger V
·
2025-07-10
$Tesla Motors(TSLA)$ I added to my Tesla position following Benchmark's bullish call, which raised its price target to $475—implying a 45% upside and a $1.5 trillion valuation. Analyst Mickey Legg sees Tesla not just as an EV maker but as a robotics and automation powerhouse with unmatched manufacturing scale. Despite short-term delivery weakness, the long-term story hinges on robotaxis and AI, where Tesla’s camera-based approach is seen as more scalable than rivals like Waymo. The recent dip offered a compelling entry before sentiment pivots back to growth.
TSLA
07-10 21:44
USTesla Motors
SidePrice | FilledRealized P&L
Buy
Open
306.15
0
--
Closed
Tesla Motors
$Tesla Motors(TSLA)$ I added to my Tesla position following Benchmark's bullish call, which raised its price target to $475—implying a 45% upside a...
TOPEltonRichard: Fantastic insights on Tesla! Love your strategy! [Great]
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6.34K
Selection
Reglloyd
·
2025-07-12
Is AI Tesla's secret weapon! To really understand this question or statement we need to ask a few key questions and that includes looking at Tesla as a business and who drives the actual Narrative and success of this multi-faceted business. Ask any of your non investor family and friends to name one CEO they can think of right now! Try this, the odds and chances are they say Elon Musk, the guy who builds Electric vehicles. Now think of a few CEO's who have started and had such multiple successes at so many different successful businesses? Personally , iam unable to think of any other CEO other than Mark Zuckerberg. Perhaps I am wrong but please drop your comments. Ask any Tesla investor what they get when they own Tesla shares and I am sure they will indeed give you the list, EV's, FSD, Ro
Is AI Tesla's secret weapon! To really understand this question or statement we need to ask a few key questions and that includes looking at Tesla ...
TOPLiang0020: Your insights on Tesla’s multiple innovations are fascinating
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1.24K
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koolgal
·
2025-07-13

Grok 4's Impact on Tesla Stock - A High Stakes AI Play

🌟🌟🌟The launch of Grok 4 and its integration into Tesla $Tesla Motors(TSLA)$  vehicles is already moving markets as Tesla surged 4.73% on the announcement.  But the real question is whether this is a short term pop or the beginning of a long term revaluation.  Let's break it down. Short Term Momentum Drivers Investor Excitement - The novelty of Grok 4 as a cutting edge AI model, especially one that rivals GPT4 and Gemini, has sparked speculative buying. Elon Musk's branding of Grok as "the smartest AI in the world" adds fuel to the hype. Narrative Shift -  Tesla is no longer just an EV company.  It is now being positioned as an AI native mobility platform.  This could attract tech focused
Grok 4's Impact on Tesla Stock - A High Stakes AI Play
TOPNathanEsther: Really interesting take
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